Best Interest Disclosure and Form CRS

Episodes

Episode 63 - What's the Difference Between the Market and the Economy
Sept. 27, 2020

Episode 63 - What's the Difference Between the Market and the Economy

Do you know the difference between the stock market and the economy? In this week's podcast, Ryan and Alex discuss the difference and why you should pay attention to both but for different reasons.  If you have any questions about this podcast or...

Listen to the Episode
Episode 62 - What are You Comparing Your Portfolio to?
Sept. 20, 2020

Episode 62 - What are You Comparing Your Portfolio to?

In this week's podcast, Ryan and Alex ask what you are comparing your portfolio against. Is it the S&P 500 Index or the Dow Jones Industrial? Do you know why you are invested in what you are currently invested in?  If you have any questions...

Listen to the Episode
Episode 61 - Strategies for College Planning
Sept. 13, 2020

Episode 61 - Strategies for College Planning

In the third episode of the series on how to fund your child's college, Ryan and Alex discuss the Strategies for College Planning. If you have not listened to the other two episodes, go back and find those on our website   You can also make an...

Listen to the Episode
Episode 60 - Funding Vehicles for College Planning
Sept. 6, 2020

Episode 60 - Funding Vehicles for College Planning

In this second podcast of the series on College Planning, Ryan and Alex discuss different ways to pay for your child's college. If you haven't thought about anything other than a 529, there are many ways you can pay with and without certain tax...

Listen to the Episode
Episode 59 - 3 Things More Important Than a 529 Plan
Aug. 30, 2020

Episode 59 - 3 Things More Important Than a 529 Plan

Most people with children begin thinking about how to pay for college and start looking at a 529 Plan, but there are 3 other things that you need to look at first. In this episode of Beer & Money, Ryan and Alex discuss the 3 items you need to take...

Listen to the Episode
Episode 58 - Should I Refinance to Take Advantage of Low Rates?
Aug. 23, 2020

Episode 58 - Should I Refinance to Take Advantage of Low Rates?

Should you refinance with interest rates at an all time low? In this week's podcast, Ryan and Alex discuss this important topic. If you have any questions about us or want to learn more, please visit our website at You can schedule an appointment...

Listen to the Episode
Episode 57 - Not all debt is bad debt
Aug. 16, 2020

Episode 57 - Not all debt is bad debt

In this week's podcast, Ryan and Alex discuss debt and how not all debt is bad debt. If you have any questions about this episode or want to get in touch with Alex or Ryan, please visit our website to make an appointment, answer the question of the...

Listen to the Episode
Episode 56 - Your Employer Suspended your 401K Match, Now What?
Aug. 9, 2020

Episode 56 - Your Employer Suspended your 401K Match, Now What?

During this pandemic, companies are looking to find ways to save money. One of the ways they have found is to temporarily suspend the 401K match for their employees. If this has happened to you, Ryan and Alex will walk you through what this means and...

Listen to the Episode
Episode 55 - Implementing a Financial Wellness Program
Aug. 2, 2020

Episode 55 - Implementing a Financial Wellness Program

Have you ever considered implementing a financial wellness program at your company or do you wish that your company offered one? In this week's podcast, Ryan and Alex discuss the positives for having a financial wellness program for employers and...

Listen to the Episode
Episode 54 - Why Hire an Advisor
July 26, 2020

Episode 54 - Why Hire an Advisor

Have you ever considered hiring a financial advisor? Do you know why you should or should not? In this week's podcast, Ryan and Alex break down the reasons you should consider it or the reasons you should hold off. If you have any questions about this...

Listen to the Episode
Episode 53 - Thinking of Investing during a Market Downturn
July 19, 2020

Episode 53 - Thinking of Investing during a Market Downturn

Are you thinking about whether or not you should invest in the stock market right now? In this week's podcast, Alex and Ryan discuss the 5 things you should take a look at before you do. If you have any questions about this podcast episode or want to...

Listen to the Episode
Episode 52 - Are you Afraid you will never be able to retire?
July 12, 2020

Episode 52 - Are you Afraid you will never be able to retire?

This week's podcast covers a topic that many people are contemplating right now with the market in flux and unemployment so high. Ryan and Alex talk about people's fear about not being able to retire and what you can do about it today. If you have any...

Listen to the Episode
Episode 51 - How much income protection do you need?
July 5, 2020

Episode 51 - How much income protection do you need?

In this week's podcast, Ryan and Alex discuss income protection. Do you know what income protection is? Do you know how much you need for your family? If you have any questions about this podcast or want to speak with Ryan or Alex, please visit our...

Listen to the Episode
Episode 50 - What's your financial blueprint?
June 28, 2020

Episode 50 - What's your financial blueprint?

In this episode, Ryan and Alex discuss your financial blueprint. Do you have one? Would you know how to create your own? If you have questions about this episode or want to learn more about Beer & Money, please visit our website to learn more...

Listen to the Episode
Episode 49 - Basics of Financial Planning
June 21, 2020

Episode 49 - Basics of Financial Planning

In this week's podcast, Ryan and Alex go back to discussing the basics of financial planning. Do you know what the basics are? Do you know how to plan your finances now and for retirement?   If you would like to reach out to Alex or Ryan, to make...

Listen to the Episode
Episode 48 - Do You have a financial quarterback?
June 14, 2020

Episode 48 - Do You have a financial quarterback?

In today's podcast, Ryan and Alex discuss having a financial quarterback. Most of us have at least one person in our life that talks to us about our finances. Who is this person in your life? Are they helping you realize your best financial...

Listen to the Episode
Episode 47 - Have a good life now and a better life later part 2
June 7, 2020

Episode 47 - Have a good life now and a better life later part 2

In this week's podcast, Ryan and Alex discuss more about how to have a good life now and a better life later by planning financially. You can still have things that you want now by financially planning and set yourself up to have a good retirement. If...

Listen to the Episode
Episode 46 - Art of People - Interview with Best Selling Author Dave Kerpen
May 31, 2020

Episode 46 - Art of People - Interview with Best Selling Author Dave …

In this episode, Ryan interviews Dave Kerpen, a best selling author of the book The Art of People: 11 Simple People Skills That Will Get You Everything You Want. He is also a keynote speaker, and the founder and Chairman of Likeable Local, an...

Listen to the Episode
Episode 45 - Have a good life now and a better life later
May 24, 2020

Episode 45 - Have a good life now and a better life later

In this week's episode, Ryan and Alex discuss how to have a good life now and a better life later by working on your finances and understanding what is important. The question they answer is why don't people like to plan their finances. If you have...

Listen to the Episode
Episode 44 - Do you have assets that aren't being affected by market volatility? part 2
May 17, 2020

Episode 44 - Do you have assets that aren't being affected by market …

In this week's podcast, Ryan and Alex continue their discussion on market volatility and having assets that are not affected by what is happening right now. This is part 2 of this discussion, so go back and listen to episode 43 if you have not...

Listen to the Episode
Episode 43 - Do you have assets that aren't being affected by market volatility
May 10, 2020

Episode 43 - Do you have assets that aren't being affected by market …

In this week's episode, Ryan and Alex discuss assets that are not affected by volatility in the stock market. They pose the question, do you have these assets in your portfolio and talk about why you should. If you have any questions about this...

Listen to the Episode
Episode 42 - Interview with Nicolas Cole
May 3, 2020

Episode 42 - Interview with Nicolas Cole

Nicolas Cole is an author, Top Writer on Quora, and the founder and Editor-In-Chief of Digital Press. His work has acquired over 30 million views online, and has been published in Time, Forbes, Fortune, Business Insider, CNBC, and more. He is best...

Listen to the Episode
Episode 41 - Interview with Chris Burgess
April 26, 2020

Episode 41 - Interview with Chris Burgess

In this episode, Alex interviews Christopher Burgess. Christopher has served 30 years with the Central Intelligence Agency. He was also a senior security advisor with Cisco Systems and is the coauthor of the book Secrets Stolen, Fortunes Lost:...

Listen to the Episode
Episode 40 - What's holding you back? Interview with Bennie Fowler
April 19, 2020

Episode 40 - What's holding you back? Interview with Bennie Fowler

In this episode, Ryan interviews Bennie Fowler, a former Michigan State wide reciever who has since gone on to play in the NFL for the Denver Broncos, Chicago Bears, New England Patriots, and New York Giants. In his book Silver Spoon: The Imperfect...

Listen to the Episode